Hdfc Focused 30 Fund is the top ranked fund in the Focused Fund category. The category has total 24 funds. The 5 star rating shows an excellent past performance of the Hdfc Focused 30 Fund in Focused Fund. The fund has a Jensen Alpha of 11.55% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.27 which is higher than the category average of 0.44. Read Full Review
In the Focused Fund category, Icici Prudential Focused Equity Fund is the second ranked fund. The category has total 24 funds. The 5 star rating shows an excellent past performance of the Icici Prudential Focused Equity Fund in Focused Fund. The fund has a Jensen Alpha of 6.47% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.83 which is higher than the category average of 0.44. Read Full Review
In the Focused Fund category, Invesco India Focused Fund is the third ranked fund. The category has total 24 funds. The Invesco India Focused Fund has shown an excellent past performence in Focused Fund. The fund has a Jensen Alpha of 5.41% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.72 which is higher than the category average of 0.44. Read Full Review
In the Focused Fund category, Dsp Focus Fund is the 4th ranked fund. The category has total 24 funds. The Dsp Focus Fund has shown an excellent past performence in Focused Fund. The fund has a Jensen Alpha of 2.7% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.58 which is higher than the category average of 0.44. Read Full Review
In the Focused Fund category, CANARA ROBECO FOCUSED EQUITY FUND is the 5th ranked fund. The category has total 24 funds. The 5 star rating shows an excellent past performance of the CANARA ROBECO FOCUSED EQUITY FUND in Focused Fund. The fund has a Jensen Alpha of 2.6% which is higher than the category average of 0.45%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.57 which is higher than the category average of 0.44. Read Full Review
In the Focused Fund category, Mahindra Manulife Focused Fund is the 6th ranked fund. The category has total 24 funds. The Mahindra Manulife Focused Fund has shown a very good past performence in Focused Fund. The fund has a Jensen Alpha of 4.74% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.71 which is higher than the category average of 0.44. Read Full Review
In the Focused Fund category, Sbi Focused Equity Fund is the 7th ranked fund. The category has total 24 funds. The Sbi Focused Equity Fund has shown a very good past performence in Focused Fund. The fund has a Jensen Alpha of 1.26% which is higher than the category average of 0.45%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.38 which is lower than the category average of 0.44. Read Full Review
In the Focused Fund category, Bandhan Focused Equity Fund is the 8th ranked fund. The category has total 24 funds. The 4 star rating shows a very good past performance of the Bandhan Focused Equity Fund in Focused Fund. The fund has a Jensen Alpha of 0.66% which is higher than the category average of 0.45%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.42 which is lower than the category average of 0.44. Read Full Review
Aditya Birla Sun Life Focused Equity Fund is the 9th ranked fund in the Focused Fund category. The category has total 24 funds. The Aditya Birla Sun Life Focused Equity Fund has shown a very good past performence in Focused Fund. The fund has a Jensen Alpha of 0.46% which is higher than the category average of 0.45%. Here the fund has shown average performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.43 which is lower than the category average of 0.44. Read Full Review
In the Focused Fund category, JM Focused Fund is the 10th ranked fund. The category has total 24 funds. The JM Focused Fund has shown a very good past performence in Focused Fund. The fund has a Jensen Alpha of 3.4% which is higher than the category average of 0.45%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.61 which is higher than the category average of 0.44. Read Full Review
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|
Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
12.33% | 20.75% | 32.78% | 15.00% | 13.65% | 13.58% | 22.26% | 34.39% | 16.30% | 14.91% | 11.43% | -10.35% | -12.52% | 11.55% | 0.75 | 0.73 | 1.27 | |
| 2 | |
8.70% | 17.72% | 29.99% | 16.53% | 13.21% | 9.98% | 19.18% | 31.59% | 17.90% | 14.55% | 14.22% | -16.17% | -16.04% | 6.47% | 0.92 | 0.44 | 0.83 | |
| 3 | |
9.33% | 17.64% | % | % | % | 10.81% | 19.34% | % | % | % | 16.16% | -15.22% | -19.52% | 5.41% | 0.98 | 0.36 | 0.72 | |
| 4 | |
10.78% | 14.70% | 24.47% | 12.46% | 10.70% | 11.94% | 15.91% | 25.80% | 13.64% | 11.75% | 15.55% | -15.64% | -19.33% | 2.70% | 0.97 | 0.33 | 0.58 | |
| 5 | |
6.85% | 13.68% | % | % | % | 8.41% | 15.45% | % | % | % | 13.84% | -15.48% | -16.75% | 2.60% | 0.90 | 0.30 | 0.57 | |
| 6 | |
3.56% | 16.19% | % | % | % | 5.25% | 18.26% | % | % | % | 14.22% | -16.30% | -15.71% | 4.74% | 0.91 | 0.36 | 0.71 | |
| 7 | |
7.90% | 10.26% | 22.48% | 13.41% | 13.12% | 8.80% | 11.24% | 23.67% | 14.52% | 14.22% | 12.18% | -11.92% | -14.56% | 1.26% | 0.73 | 0.20 | 0.38 | |
| 8 | |
7.35% | 12.10% | 23.38% | 10.48% | 10.55% | 8.73% | 13.57% | 25.02% | 11.97% | 12.17% | 15.54% | -15.18% | -19.66% | 0.66% | 0.93 | 0.23 | 0.42 | |
| 9 | |
4.29% | 11.17% | 24.11% | 12.80% | 11.30% | 5.27% | 12.25% | 25.28% | 13.86% | 12.41% | 13.58% | -15.24% | -17.71% | 0.46% | 0.89 | 0.23 | 0.43 | |
| 10 | |
-0.11% | 15.10% | 23.91% | 11.49% | 11.72% | 1.42% | 16.40% | 25.32% | 12.91% | 13.22% | 15.39% | -18.61% | -17.92% | 3.40% | 0.96 | 0.31 | 0.61 |
Return Calculated On: 04 April 2025 | Ratios Calculated On: 28 March 2025
As On: 04 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nifty 500 Total Return Index |
-2.06
|
-2.50
|
4.47
|
-6.20
|
-11.30
|
1.66
|
11.69
|
26.92
|
13.98
|
12.55
|
12.15
|
| Aditya Birla Sun Life Focused Equity Fund |
-1.85
|
-2.81
|
3.12
|
-5.70
|
-10.19
|
4.29
|
11.17
|
24.11
|
12.80
|
11.30
|
12.82
|
| Baroda BNP Paribas Focused Fund |
-1.70
|
-1.31
|
6.79
|
-8.12
|
-13.96
|
-2.58
|
9.92
|
|
|
|
|
| CANARA ROBECO FOCUSED EQUITY FUND |
-1.27
|
-2.13
|
4.18
|
-6.42
|
-8.56
|
6.85
|
13.68
|
|
|
|
|
| Old Bridge Focused Equity Fund |
-2.41
|
-2.32
|
4.39
|
-5.03
|
-12.69
|
6.94
|
|
|
|
|
|
| Dsp Focus Fund |
-1.96
|
-3.20
|
4.32
|
-4.90
|
-9.32
|
10.78
|
14.70
|
24.47
|
12.46
|
10.70
|
|
| Edelweiss Focused Fund |
-1.41
|
-2.79
|
2.50
|
-9.15
|
-10.89
|
3.99
|
|
|
|
|
|
| Franklin India Focused Equity Fund |
-1.70
|
-1.88
|
2.55
|
-6.66
|
-12.02
|
1.60
|
13.17
|
28.13
|
14.51
|
12.30
|
14.63
|
| Hdfc Focused 30 Fund |
-1.16
|
-1.50
|
4.61
|
-1.80
|
-4.06
|
12.33
|
20.75
|
32.78
|
15.00
|
13.65
|
12.36
|
| HSBC Focused Fund |
-2.25
|
-2.08
|
4.04
|
-13.61
|
-13.93
|
-1.05
|
10.53
|
|
|
|
|
As On: 04 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Focused Equity Fund |
-1.85
|
-2.79
|
3.20
|
-5.49
|
-9.78
|
5.27
|
12.25
|
25.28
|
13.86
|
12.41
|
|
| Baroda BNP Paribas Focused Fund |
-1.69
|
-1.28
|
6.95
|
-7.72
|
-13.18
|
-0.80
|
11.92
|
|
|
|
|
| CANARA ROBECO FOCUSED EQUITY FUND |
-1.29
|
-2.10
|
4.32
|
-6.10
|
-7.92
|
8.41
|
15.45
|
|
|
|
|
| Old Bridge Focused Equity Fund |
-2.46
|
-2.29
|
4.53
|
-4.81
|
-12.27
|
7.99
|
|
|
|
|
|
| Dsp Focus Fund |
-1.96
|
-3.18
|
4.41
|
-4.66
|
-8.84
|
11.94
|
15.91
|
25.80
|
13.64
|
11.75
|
|
| Edelweiss Focused Fund |
-1.41
|
-2.75
|
2.64
|
-8.81
|
-10.20
|
5.66
|
|
|
|
|
|
| Franklin India Focused Equity Fund |
-1.69
|
-1.87
|
2.61
|
-6.48
|
-11.67
|
2.42
|
14.10
|
29.18
|
15.50
|
13.42
|
|
| Hdfc Focused 30 Fund |
-1.16
|
-1.48
|
4.69
|
-1.58
|
-3.57
|
13.58
|
22.26
|
34.39
|
16.30
|
14.91
|
|
| HSBC Focused Fund |
-2.25
|
-2.06
|
4.15
|
-13.36
|
-13.41
|
0.15
|
11.98
|
|
|
|
|
| Icici Prudential Focused Equity Fund |
-1.72
|
-2.17
|
5.84
|
-2.85
|
-7.80
|
9.98
|
19.18
|
31.59
|
17.90
|
14.55
|
|
As On: 04 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Focused Equity Fund |
-5.86
|
12.70
|
14.08
|
13.96
|
12.96
|
13.48
|
| Baroda BNP Paribas Focused Fund |
-13.33
|
9.58
|
|
|
|
|
| CANARA ROBECO FOCUSED EQUITY FUND |
-2.77
|
14.88
|
|
|
|
|
| Old Bridge Focused Equity Fund |
-4.99
|
|
|
|
|
|
| Dsp Focus Fund |
-2.53
|
16.19
|
15.36
|
14.42
|
12.92
|
|
| Edelweiss Focused Fund |
-9.13
|
|
|
|
|
|
| Franklin India Focused Equity Fund |
-9.72
|
12.37
|
16.65
|
16.30
|
14.73
|
15.91
|
| Hdfc Focused 30 Fund |
3.30
|
20.84
|
23.83
|
20.64
|
16.90
|
14.88
|
| HSBC Focused Fund |
-12.88
|
10.91
|
|
|
|
|
| Icici Prudential Focused Equity Fund |
-1.57
|
19.39
|
20.28
|
19.20
|
16.62
|
14.96
|
As On: 04 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Focused Equity Fund |
-4.96
|
13.80
|
15.20
|
15.04
|
14.05
|
|
| Baroda BNP Paribas Focused Fund |
-11.72
|
11.67
|
|
|
|
|
| CANARA ROBECO FOCUSED EQUITY FUND |
-1.31
|
16.65
|
|
|
|
|
| Old Bridge Focused Equity Fund |
-3.98
|
|
|
|
|
|
| Dsp Focus Fund |
-1.48
|
17.45
|
16.61
|
15.63
|
14.04
|
|
| Edelweiss Focused Fund |
-7.64
|
|
|
|
|
|
| Franklin India Focused Equity Fund |
-8.98
|
13.32
|
17.65
|
17.28
|
15.74
|
|
| Hdfc Focused 30 Fund |
4.41
|
22.33
|
25.42
|
22.05
|
18.18
|
|
| HSBC Focused Fund |
-11.80
|
12.34
|
|
|
|
|
| Icici Prudential Focused Equity Fund |
-0.40
|
20.86
|
21.81
|
20.64
|
17.96
|
|
Calculated On: 28 March 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Focused Equity Fund | -17.71 | -15.24 | -5.90 | 13.58 | 9.55 |
| Baroda Bnp Paribas Focused Fund | -22.82 | -21.84 | -9.24 | 15.53 | 11.49 |
| Canara Robeco Focused Equity Fund | -16.75 | -15.48 | -5.26 | 13.84 | 9.78 |
| Dsp Focus Fund | -19.33 | -15.64 | -6.73 | 15.55 | 10.30 |
| Franklin India Focused Equity Fund | -16.10 | -16.29 | -6.26 | 13.52 | 9.77 |
| Hdfc Focused 30 Fund | -12.52 | -10.35 | -4.55 | 11.43 | 7.94 |
| Hsbc Focused Fund | -22.34 | -19.00 | -6.60 | 16.52 | 11.92 |
| Icici Prudential Focused Equity Fund | -16.04 | -16.17 | -7.28 | 14.22 | 10.03 |
| Bandhan Focused Equity Fund | -19.66 | -15.18 | -6.82 | 15.54 | 10.74 |
| Iifl Focused Equity Fund | -15.86 | -16.40 | -7.88 | 13.98 | 9.73 |
Calculated On: 28 March 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|
Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Focused Equity Fund |
0.43
|
0.23
|
0.51
|
0.36
|
0.46
|
0.89 |
0.95
|
0.07
|
1.14
|
-0.9700
|
| Baroda Bnp Paribas Focused Fund |
0.27
|
0.14
|
0.35
|
0.40
|
-2.61
|
0.99 |
0.89
|
0.04
|
0.96
|
-2.7700
|
| Canara Robeco Focused Equity Fund |
0.57
|
0.30
|
0.59
|
0.40
|
2.60
|
0.90 |
0.92
|
0.09
|
1.31
|
1.2400
|
| Dsp Focus Fund |
0.58
|
0.33
|
0.63
|
0.39
|
2.70
|
0.97 |
0.85
|
0.09
|
1.31
|
2.3000
|
| Franklin India Focused Equity Fund |
0.55
|
0.27
|
0.55
|
0.41
|
2.32
|
0.87 |
0.92
|
0.08
|
1.27
|
0.6400
|
| Hdfc Focused 30 Fund |
1.27
|
0.73
|
1.09
|
0.38
|
11.55
|
0.75 |
0.95
|
0.19
|
2.08
|
8.2500
|
| Hsbc Focused Fund |
0.30
|
0.16
|
0.41
|
0.42
|
-2.52
|
1.04 |
0.88
|
0.05
|
1.00
|
-1.9400
|
| Icici Prudential Focused Equity Fund |
0.83
|
0.44
|
0.73
|
0.37
|
6.47
|
0.92 |
0.91
|
0.13
|
1.60
|
5.3400
|
| Bandhan Focused Equity Fund |
0.42
|
0.23
|
0.54
|
0.39
|
0.66
|
0.93 |
0.78
|
0.07
|
1.13
|
-0.2900
|
| Iifl Focused Equity Fund |
0.51
|
0.27
|
0.54
|
0.38
|
1.62
|
0.90 |
0.91
|
0.08
|
1.23
|
0.3100
|